Activation Link Expired response from CRM
I have a new user shown as Active, however the user could not complete the initial login from the link. They show a Activation Link Expired response from Zoho CRM. I have deactivated and reactivated with no new emails arriving for the user. I am hoping someone else has had this instance and can guide me. Thanks.
change in time and activity when closing date convert candidate to account.
when I create several activities for a candidate, and after that convert candidate for this account, the system changes the date and schedule of activity closing, losing control over the finished activities. Can verify this error?
unable to attach file from desktop to Case
steps followed: 1. Click Desktop under the Attachments section of Case module. 2. Choose File. 3. Click Attach button. After step 3, the Attach File window grays out and nothing happens. No file is uploaded.
Search description of Activity
I cannot seem to be able to locate information I put in the Description of Activity. scott.wilson
Notes
Would it be possible to associate Notes in Leads module? Earlier, I have uploaded Accounts as Leads and unfortunately i encountered an issue when uploading Notes in Leads.. Please HELP!
Setting a reminder. Where?
i'm using the enterprise trial version and haven't found a single instance of where I can set a reminder. I've created and various tasks and have gone into edit, neither way has a reminder option. What am i doing wrong?
Invoicing
I have created an invoice, but when I clicked on 'Save' it didn't. I cannot find that invoice anywhere. Certainly is not attached to the contact in which I created it. Help please.
Problem with invoicing
I had successfully created 2 invoices to other contacts. But when I created the 3rd to the next client and then clicked 'save' , it didn't. It does not seem to have attached to the contact. Once I closed the invoice screen I cannot find that invoice anywhere. Have recreated the invoice 3 times. Have shut down the system and tried again. Still no joy. Help please! Ann
Is it possible to getRelatedRecords for custom modules?
I can't find anywhere in the documentation that states this doesn't work however I always get the response "Unable to populate data, please check if mandatory value is entered correctly.". Here is an example API call: https://crm.zoho.com/crm/private/xml/CustomModule2/getRelatedRecords?authtoken={token}&scope=crmapi&parentModule=Contacts&id=1398203000000086138 If I change CustomModule2 in the URL above to something like Notes then it works correctly. I can getRecordById for CustomModule2 and it is
currency change
Hi, how can change currency in Currency Locale? When I choose Slovakia it is automaticly SKK but it should be EURO. Thanks Tomas
Unique Reference Number
Hi all is there anyway in mail merge in Zoho CRM to insert a unique reference number. For example if I am sending out a project brief I would merge the contact name and address details but I would also like to have a unique document reference number maybe made up of the unique ID in the CRM followed by an incremental number? Is this possible?
Creating Charts
Can you create a chart in Zoho CRM where the vertical axis is anything BUT record count? Trying to create a chart with vertical axis is another data set / column that we have set in a report.
French Summer time
Zoho doesn't apply french summer time. In France, the actual time is 6 pm but in Zoho it's always 5pm... Thank you
How do I turn the state leads in order to customer?
Ik weet niet hoe u de status van de leads te veranderen aan klanten of anderszins. Kan iemand mij een antwoord? Leendert
Web Forms With Our Site CSS
Can we place the webforms on our site but use our CSS with the form. This way it matches the site and those forms are really generic looking which I understand as they should be with so many users having them. If so can you let me know what is the correct way to apply this to the form. Thanks
How do I match the Lead Source in Contacts with the Lead Source that I've customized in settings?
Hi there. So In settings I customized the Lead Source, however I need to have the same sources available to me in Contacts. For example, when you create a new contact you can pick Lead source - but the drop down menu is not the customized one that I created in settings. How can I match them? Thank you.
Email for Billing
Hi-can anyone advise how I change the email address that zoho sends out invoices and billing information to? Rgds, Phil
Spell Check stopped working
The spell check facility in the email templates section has ceased to function. Clicking on the icon now has no effect.
I need a little bit initial support from experienced people
I am quite new to this kind of service, sorry if my question is too simple. But I need a little bit information for the beginning. We have a sales team, making regular visits to potential customers. What I want to do is; 1- Entering full customer database (with their category & territory info as well) 2- Assigning every customer to 1 Sales Representative 3- Sales Representatives will make visit plans (weekly for every day of the week), and we need to enter this plan to system 4- Sales Representatives
How to make rules alerts for the last zoho campaign score ?
Hello First, why my professional subscription does not include Workflow Field Updates ? After, i need to manage rules with workflow every time a lead open or click message send by a (zoho) campaign. I want to send a message to the record owner to inform him of lead interest. Actualy in my environment, the field "tracking" collect the status after each zoho campaign. But they are the history of the 5 last campaigns. I want to send message only if the last result for the last campaign is "opened"
If i only have 3 subscription levels I am selling to customers, how do I use potentials?
I don't understand how potentials work for a saas business like ours. I don't want to have an open text field that i have to type a new potential name in every time I am working through a deal when I only have 3 subscription levels I am selling to all customers. Can someone help me understand how to configure potentials for this type of scenario? I guess this question is relevant outside of the context of subscription too - what are some examples of how other companies are using the "potential name"
Email Template Macros
Hello, I am having issues using my email templates. I do not recall when this feature broke, but it has been awhile. I send multiple email templates to leads; the average is less than 25 per day, usually one email per lead per day, When I attempt to send the same template to multiple leads, utilizing Macros or the built in multiple email option under the more options button" Zoho reports that the email went when using the multiple email option and run Macro reports that the Macro set has run including
Can't find Quickbooks file
Click Setup > Apps & Add-ons > Other Apps > Zoho CRM for QuickBooks. This does not exist. I'm on the Enterprise Trial version. I go to that spot in setup and I only have 4 options. Outlook, PhoneBridge, MObile and Office. No QB.
(2) Products, (2) Vendors, (1) Sales Order. Generating a PDF to respective Vendors from (1) Sales Order...
This issue is that when you have (1) Sales Order with (2) Products from (2) Vendors, there is no way to generate a PDF Template that would allow you to send a PDF Order to Vendor A and Vendor B. HOWEVER... I believe that with a tool that has already been developed, there is an easy fix to this problem. The Tool On the Vendor and Product Pages, there is a 'Tool' located in the upper right hand side of the page that allows you to 'Generate PO for the Products below the 'Reorder Level'. See Image Below...
Not getting my sent emails placed in contacts
When I receive emails from a contact through my gmail account they are going into the emails in the contact section. However, when I send an email through gmail to a contact it does not go into the emails in the contact section. Wha tis the problem?
Add appointment details to a Zoho webforms
Is there anyone who is experienced in Zoho webforms? We need to add some fields linked to appointment details to a Zoho web-to-lead form. These fields are not available in lead module. We would like to push the appointment details information (requested day and daypart) to notes section. Any advice for alternative solutions is appreciated!
Campaign linked to webform
Is it possible to link a campaign to a webform beside lead source? In this way 'campaign of origin' is automatically filled in for webleads created in CRM via info requests, ebooks/moodfilm downloads etc
Emails to/from contacts not showing up
Emails to/from leads are showing up near the bottom of each lead. However, they do not show up for contacts. Any ideas? I have the Professional Subscription.
I have a Sales Order with (2) Product Line Items from (2) different Vendors. I have an idea on how to divide the PDF Templates up so that Vendor A is displayed on one and Vendor B on the other...
Currently, under both the Vendor Page and Products Page, there is a 'Tools' Button on the upper right hand side... When you click on the Tools Button a drop down box appears where you have the ability to select 'Generate a PO for the products below the 'Reorder Level'. On the following page, it asks you to select a Vendor and a Pick-List is available that lets you select from a list of Vendors who have products that are below the 'Reorder Level'. When you select a Vendor all of their products that
Adding New Parts Into System - Dont show up in quote selection immediately
After adding new parts to the product list, when you go to select them in the quote they do not appear. It takes up to 5-10 minutes. Very frustrating. Any help would be appreciated.
Is it possible that administrator import leeds to everyone?
We have five users in Zoho. Administrator imports leeds to all. Why others can not see those leeds?
start an autoresponder series to lead I manually entered
What is the best way to initiate an autoresponder series for a lead manually entered, i.e, not created from a lead form? Thank you
Can't find BCC Email
I have followed the instructions on multiple posts but the BCC email setup is not available. I have a standard CRM account, is this feature only available for Professional or Enterprise?
Can't make pop up reminder work
I am using the free version. When I schedule a new task I only get an option for an email reminder......but not an option for a pop up reminder (which is what I want). Does anyone know if this is a fault or if this feature is disabled in the free version.
Search Account with no contact
Hi I want to be able to to search all "accounts" that have no "contact". Cant see how I would do this? Thanks Chris
How to make certain CEO accounts private, while sharing others?
I am the CEO of a small technology business and need to keep some of my sales accounts and associated contacts, activities, and events private, while sharing other accounts with with my subordinates. I thought there might be a simple check box within the accounts form to do this, similar to the "share emails" check box that is within the contacts form, but there is no such box. I also thought of making my accounts, contacts, and activities private, and then assigning any shared accounts to my subordinates.
Administrator import leads to hole team
How can standard team member see leads.
Trial Version
Hi, I am hoping someone can help. Right now I have installed the trial version, as I understand after 15 days it will go back to the free version. If I create something while in trial what happens to those documents. This includes settings and modules. Thanks in advance for any answer. Stevan
Emails not updating in Zoho CRM
Hi, I have "Zoho Mail Add-on" in Zoho CRM but NO emails appear from Zoho Mail in Zoho CRM. What's going on? It use to work fine but when my subscription renewed it doesn't. Can anyone help?
Leads, Contacts, Accounts, Potentials, ARE YOU KIDDING ME??
All I want to do in Zoho, which was simple 10 years ago, is to have a Company (ABC Corp) and then scroll down and see all of the employees. Why is that concept so challenging. Why has Zoho decided we have to compartmentalize every entity into Potentils, Companies, Leads, Contacts. It drives me nuts. And to do this is nearly impossible. You have to first change a lead to an account then associate Contacts with said lead.. I am going nuts Helpless In San Diego
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